Customer Relationship Management (CRM) Training in BRICS Corporate Offsite Training Venues

This instructor-led, live training in BRICS Corporate Offsite Training Venues (online or onsite) is designed for treasury and finance professionals at beginner to intermediate levels who wish to strengthen their expertise, enhance their report generation capabilities, and maximise the utilisation of Dynamics 365 for financial operations.

Upon completing this training, participants will be able to:

• Navigate and customise the Dynamics 365 Finance and Operations interface.
• Generate and analyse financial reports with greater efficiency.
• Manage treasury functions, including cash flow management and bank reconciliations.
• Enhance financial workflows to achieve better operational efficiency.

This instructor-led, live training in BRICS Corporate Offsite Training Venues (online or onsite) is targeted at participants from beginner to intermediate levels who aim to enhance their customer service operations using Dynamics 365 Customer Service.

By the end of this training, participants will be able to:

• Grasp the core features and functionalities of Dynamics 365 Customer Service.
• Set up and configure the D365 Customer Service environment.
• Efficiently manage customer interactions and cases.
• Leverage analytics to enhance service delivery.
• Integrate Dynamics 365 Customer Service with other Microsoft applications.

This instructor-led, live training in BRICS Corporate Offsite Training Venues (available online or on-site) is designed for sales professionals at beginner to intermediate levels who wish to use Salesforce to manage leads, opportunities, accounts, and customer interactions to increase deal closure rates and improve sales performance.

By the end of this training, participants will be able to:

• Navigate the Salesforce Sales Cloud interface confidently.
• Manage leads, contacts, accounts, and opportunities.
• Use Salesforce tools to streamline workflows and track performance.
• Leverage reports and dashboards to gain insights into the sales pipeline.

This instructor-led, live training in BRICS Corporate Offsite Training Venues (online or onsite) is designed for intermediate to advanced participants who wish to optimize customer care operations using AI and automation, while equipping their teams with the latest tools and strategies.

Upon completing this training, participants will be able to:

• Gain insights into the latest trends in customer care and customer success.
• Utilize AI and automation to enhance customer satisfaction and reduce operational burden.
• Streamline sales workflows and boost customer engagement through advanced automation.
• Conduct remote training for teams on modern tools and strategies for customer success and sales.
• Develop scalable solutions to elevate customer experiences and foster revenue growth.

This instructor-led, live training in BRICS Corporate Offsite Training Venues (online or onsite) is tailored for participants at the beginner to intermediate levels who wish to gain a thorough understanding of Dynamics 365 Sales and effectively leverage the platform to enhance their sales operations.

Upon completion of this training, participants will be able to:

• Comprehend the core features and functionalities of Dynamics 365 Sales.
• Set up and configure the D365 Sales environment.
• Manage customer relationships and sales processes using D365 Sales.
• Utilize data and analytics to drive sales decisions.
• Integrate Dynamics 365 Sales with other Microsoft applications.

This instructor-led, live training in BRICS Corporate Offsite Training Venues (online or onsite) is aimed at intermediate-level marketing analysts and professionals who wish to refresh and enhance their Pardot skills, focusing on advanced reporting, dashboards, and engagement strategies.

By the end of this training, participants will be able to:

• Optimize Pardot for advanced email marketing and engagement tactics.
• Master the creation and analysis of reports and dashboards.
• Enhance prospect assignment strategies and engagement programs.
• Leverage Pardot’s dynamic content and custom redirects for better campaign performance.

This instructor-led, live training in BRICS Corporate Offsite Training Venues (online or onsite) is designed for beginner to intermediate participants wishing to use the MS Dynamics 365 Sales Insights module for advanced sales strategies and enhanced customer engagement.

By the end of this training, participants will be able to:

• Understand the features and benefits of the Sales Insights module.
• Use AI-driven analytics to enhance sales performance.
• Customize and configure the module for specific business needs.
• Leverage insights for lead scoring, relationship health, and pipeline management.
• Integrate Sales Insights with other Dynamics 365 modules and third-party tools.

This instructor-led live training in BRICS Corporate Offsite Training Venues (online or onsite) is designed for beginner-level managers who wish to use Monday.com to manage and automate databases and workflows across multiple departments.

Upon completion of this training, participants will be able to:

• Automate databases and workflows for various departments, including sales, marketing, HR, and more.
• Integrate WhatsApp via an external API to maintain seamless communication with customers or internal teams.
• Manage statuses and workflows across any functional area, optimizing operations through automation.
• Maximize efficiency by fully utilizing Monday’s WorkManagement, CRM, and WorkForms modules.

This instructor-led, live training in BRICS Corporate Offsite Training Venues (online or onsite) is targeted at intermediate-level professionals seeking to implement and manage the Odoo Inventory module efficiently across a central warehouse and several secondary locations, with a strong emphasis on traceability and scalability.

By the conclusion of this training, participants will be able to:

• Configure and manage a multi-location warehouse structure in Odoo.
• Track internal product movements and optimize transfers between warehouses.
• Record and trace purchase orders through reception and distribution.
• Enable and manage serial number and lot-based traceability.
• Design a scalable and well-organized inventory system aligned with best practices.

This instructor-led, live training in BRICS Corporate Offsite Training Venues (online or onsite) is designed for beginner-level sales professionals and administrators who wish to effectively utilize and manage Salesforce Sales Cloud and its administrative features.

By the end of this training, participants will be able to:

• Navigate and utilize Salesforce Sales Cloud effectively.
• Manage leads, accounts, contacts, opportunities, and cases.
• Generate reports and dashboards for sales insights.
• Implement automation and workflow rules in Salesforce.
• Customize security settings and manage user access.
• Integrate Salesforce with Power BI, Tableau, and other tools for real-time data analysis.

This instructor-led, live training in BRICS Corporate Offsite Training Venues (online or onsite) is aimed at intermediate-level participants who wish to understand the configuration, management, and customization of Odoo modules to support business operations.

By the end of this training, participants will be able to:

• Configure and customize the Project and Planning modules to streamline task and resource management.
• Set up and manage Sales and Accounting modules, including Analytics Accounting Plan, to enhance financial tracking and reporting.
• Administer the Employee and Contact modules for improved HR and CRM processes.
• Leverage the Settings module to implement system-wide customizations and integrations.
• Optimize Odoo's functionality to align with organizational needs.

This instructor-led, live training in BRICS Corporate Offsite Training Venues (online or onsite) is designed for beginner-level project managers who wish to leverage OpenText Exstream v16 to design, implement, and manage personalised customer communications effectively.

By the end of this training, participants will be able to:

• Understand the architecture and components of OpenText Exstream v16.
• Learn to administer, operate, and deploy Exstream applications effectively.
• Design and create personalised customer communications with Exstream Design Manager.
• Navigate the OpenText Support Portal for resources, software, and ticket management.

This instructor-led live training in BRICS Corporate Offsite Training Venues (online or onsite) targets intermediate-level developers aiming to learn the design, development, and deployment of responsive, dynamic email templates tailored for diverse Salesforce marketing campaigns.

By the end of this training, participants will be able to:

• Use HTML5 and CSS3 to design and develop responsive, accessible, and interactive email templates that are optimized for performance across various devices and email clients within the Salesforce ecosystem.
• Leverage Salesforce data to create personalized email experiences.
• Test, deploy, and analyze email campaigns within Salesforce, including the use of analytics to inform decisions and optimize future campaigns for better performance and higher engagement.

This instructor-led live training in BRICS Corporate Offsite Training Venues, delivered either online or on-site, is designed for business analysts seeking to utilize HubSpot services for managing the product life cycle.

By the end of this session, participants will be able to:

• Understand the distinct stages of the product life cycle.
• Use HubSpot to refine and manage the product life cycle effectively.
• Identify when product life cycle management is most applicable in a business setting.

This instructor-led, live training in BRICS Corporate Offsite Training Venues (online or onsite) is aimed at intermediate-level accountants who wish to optimize their accounting processes using the features of the Odoo accounting module.

By the end of this training, participants will be able to:

• Gain insight into accounts payable and receivable management features, including automation, customization, and optimization within Odoo.
• Leverage Odoo's advanced reporting tools to create custom financial reports, dashboards, and analyses that support strategic decision-making.
• Configure and manage multiple tax rates, jurisdictions, and budgetary controls effectively within Odoo.
• Develop best practices for managing sensitive financial data, setting up user permissions, and adhering to audit requirements.

This instructor-led, live training (online or onsite) is designed for consultants seeking to acquire intermediate-level skills in managing PeopleSoft applications.

By the end of this training, participants will be able to:

• Master PeopleSoft concepts and architecture.
• Configure and manage server domains.
• Trace, troubleshoot, and tune Peoplesoft system performance.

This instructor-led live training in BRICS Corporate Offsite Training Venues (available online or onsite) is designed for intermediate-level marketing professionals seeking to develop the skills and knowledge required to effectively utilize Salesforce Marketing Cloud for comprehensive digital marketing and customer engagement.

By the conclusion of this training, participants will be able to:

• Comprehend the features, functionalities, and architecture of Salesforce Marketing Cloud.
• Master the creation, management, and optimization of email, social, mobile, and advertising campaigns using Marketing Cloud.
• Manage data within Marketing Cloud, build segmented audiences, and leverage data for targeted marketing efforts.

This instructor-led live training in BRICS Corporate Offsite Training Venues (online or onsite) is tailored for business analysts seeking to optimize marketing and sales processes using Microsoft Dynamics 365.

By the end of this training, participants will be able to:

• Utilise different modules in Microsoft Dynamics 365 to manage process flows.
• Integrate the Power Platform into Microsoft Dynamics 365.
• Structure various common data models such as records, segment charts, and more.
• Automate processes with Microsoft Flow integration.

This instructor-led live training in BRICS Corporate Offsite Training Venues (online or onsite) is designed for marketers aiming to create and optimize their sales and marketing processes using HubSpot CRM.

By the end of this training, participants will be able to:

• Schedule meetings using HubSpot meeting tools.
• Enhance business operations with HubSpot CRM.
• Build comprehensive dashboards and reports for data analysis.
• Automate sales and marketing workflows.

This instructor-led live training in BRICS Corporate Offsite Training Venues (online or onsite) targets intermediate-level customer experience analysts and marketing operations professionals who wish to use Dynamics 365 Customer Insights to unify customer data and deliver targeted, compliant customer journeys.

By the end of this training, participants will be able to connect and unify data sources, create segments and measures, build and publish journeys, and monitor and troubleshoot results.

In this instructor-led live training in BRICS Corporate Offsite Training Venues (online or onsite), participants will learn how to utilise Odoo and start developing solutions for their organisations.

Upon completing this training, participants will be able to:

• Install and configure Odoo.
• Grasp the core principles of Odoo.
• Develop their own Odoo modules.
• Integrate third-party tools with Odoo.
• Optimise the use of Odoo's features.

This instructor-led live training in BRICS Corporate Offsite Training Venues (online or onsite) is aimed at infrastructure engineers, system administrators, and security and support staff who wish to deploy, secure, integrate, administer, and support Odoo 18 Community Edition in production on-premise environments.<\/p>

This instructor-led, live training in BRICS Corporate Offsite Training Venues (online or onsite) is aimed at end-users who wish to use Odoo to enhance their business operations.

By the end of this training, participants will be able to:

• Understand how to implement an Odoo CRM system within their own organization.
• Plan, analyze and map business functions and processes to Odoo features.
• Integrate Odoo with other third-party tools and applications.

This instructor-led, live training in BRICS Corporate Offsite Training Venues (online or onsite) is designed for web developers who aim to create real-time applications using Salesforce Development.

By the conclusion of this training, participants will be able to:

• Build real-time applications using the Apex programming language.
• Create test classes with Apex to boost code coverage in Salesforce.
• Develop and utilize REST and SOAP web services via Apex.

This instructor-led live training in BRICS Corporate Offsite Training Venues (online or onsite) is designed for marketing staff, sales teams, and customer service representatives who wish to set up, manage, and monitor Salesforce and its capabilities to better serve their customers.

By the end of this training, participants will be able to:

• Set up their Salesforce account to manage profiles, track activities, customize views and layouts, and personalize settings.
• Use Salesforce features and tools to attract, win over, and service existing and potential customers.
• Create reports and dashboards to generate useful analytics and insights for the business.

This instructor-led live training in BRICS Corporate Offsite Training Venues (online or onsite) is designed for administrators who want to use Salesforce Lightning to create web applications.

By the end of this training, participants will be able to:

• Build responsive applications with Salesforce Lightning.
• Develop applications with little to no code.
• Create a lightning application from scratch.